Modifying contract (line) data
To modify active contract data proceed as described below. You can follow the same procedure to change active contract line data at the Contract details> Contract lines selection step.
 | Some changes in contracts, contract lines and contract options must first be approved by a group of responsible persons before they can be applied. In Planon, you can specify which contract changes require approval. For more information, see Using approvals. |
Active contracts are contracts that are in one of the following statuses:
• Active
• Renewed
• Terminated
Procedure
1. Select the contract (line) to modify the data.
2. On the action panel, click Add modification.
The Add modification dialog is displayed. Here you can specify the date on which the change is to become effective. By default, the reference date is selected in the Add modification on: field. Click OK if you want to use this date.
3. To select another date, click Select a date button in the Add modification on: field.
4. Click OK.
5. In the dialog, make the required change(s) to the amounts.
6. Click OK.
The contract (line) is now modified.
Changes made to an active contract or to an active contract line are automatically added at the respective life cycle selection step or level (Contracts - life cycle or Contract lines - life cycle), together with a modification record. Refer to the example below.
| | The fields indicated by the  icon are life cycle aware fields and changes in these fields are added at the life cycle selection level / step. |
Example: Life cycle of a contract with 2 modification records
Record 1
From 01/06/2021 until 30/09/2021:
Cost center = Research and Development
Department = Research and Development
Record 2
As from 01/10/2021 onwards:
Cost center = Sales & Marketing
Department = Sales & Marketing
If you want to keep track of changes made to contracts in the In preparation status and contract lines in the Inactive status, set the Suppress modification records during In Preparation status option to No in Field definer . For each change made to a contract or contract line, Planon now creates a record in the respective life cycle level or step.
If a life cycle-aware field is set to mandatory, an error message prompting about empty life cycle fields will appear. To fix this issue, fill out this specific field for every life cycle, starting at the first one.
If an intermediate life cycle already contains a value, Planon ProCenter cannot determine what the value of this field should subsequently be.
As a workaround:
As a workaround:
7. Temporarily set the life cycle field to not mandatory.
8. Fill out the fields manually.
9. Set the field to mandatory again.
| | Do not use selection step filters on life cycle steps. Such a filter does not have any added value on these steps, as it is not possible to drill down from them. Moreover, and more importantly, the drill down results will be adversely affected by the step filter. |